M and A
11 January 2024

Boston Multi-Family Office Completes Isle Of Man Deal

The deal demonstrates how M&A has been a feature of the world's fiduciary, trusts and...

People Moves
11 January 2024

Who's Moving Where In Wealth Management? – SuMi TRUST, Kingsley Napley, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
11 January 2024

Outsourced CIO Firm Makes Senior Promotions

The organisation, founded in 2001, operates worldwide. It provides outsourced chief investment...

Strategy
10 January 2024

Efficiencies Through Tech, ESG Scrutiny And Open Finance – What 2024 May Bring

The author of this commentary considers what are important topics for wealth managers during this...

People Moves
10 January 2024

Who's Moving Where In Wealth Management? – Chetwood Financial, Alpha FMC, Crestbridge

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Alt Investments
10 January 2024

Blackstone Nets $1.3 Billion For Wealth-Targeted Private Equity Fund

Blackstone's launch of a private equity fund speaks to how such organisations are continuing to...

Alt Investments
10 January 2024

Bitcoin Market Sizzles Ahead Of Expected SEC Announcement

While this news service doesn't cover the daily dramas of cryptocurrencies, we monitor the ways...

M and A
10 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest mergers, acquisitions and corporate actions in the wealth management sector. ...

People Moves
10 January 2024

Pinebridge Investments Names APAC, EMEA Intermediary Distribution Head

The newly-appointed figure has worked in the intermediary distribution segment for more than two...

People Moves
9 January 2024

Saltus Names New Chief Operating Officer

The appointment aims to drive the development of the Saltus Partnership Programme. ...